10. Using the Portal (Startup Applications)

10. Using the Portal (Startup Applications)

Purpose

Explain how founders submit startups through the Portal and how those submissions become deals in your workspace.

What the is Portal

The Portal is a submission page that allows founders to apply directly to your workspace. It serves as a structured intake channel where startups can submit information, upload materials, and enter your diligence workflow without manual data entry from your team.

Portals are workspace-specific, meaning submissions are automatically tied to the correct workspace and its evaluation settings.

When to Use the Portal

The Portal is commonly used when you are accepting applications at scale. Typical use cases include accelerator or incubator programs, ongoing startup sourcing, pitch competitions, demo days, and innovation challenges. Using a Portal helps standardize applications and ensures all submissions follow the same format.

High-Level Portal Setup

The application process has two key components: the Portal and the Portal Form. The Portal serves as the entry point for external applicants and must be created first, as it defines the branding, access settings, and overall structure that applicants will see. Once the portal is set up, the Portal Form can be configured — this is the form applicants complete to submit applications, capture fields, and route responses. 

Workspace Admins can configure a Portal from the workspace settings. During setup, you define the portal details, application timeline, and the questions founders must answer. The portal link can then be shared with founders, partners, or published publicly, depending on your sourcing strategy.

Once active, the Portal continuously accepts submissions based on the settings you define.

What Founders See

Founders access the Portal through a shared link. They see a branded submission page where they can enter company details, answer application questions, and upload documents such as pitch decks. Founders only see the fields and questions you choose to display.


The submission experience is designed to be simple and guided, helping founders provide the information your team needs upfront.

What Happens After Submission

After a founder submits an application, the startup is automatically added to your workspace as a deal. The form submitted by the startup is displayed on the deal info page, and application responses become structured deal data that are immediately available for review, analysis, and reporting. Any documents submitted through the Portal are uploaded to the deal’s Data Room for easy access. Founders can also update their submission at any time through the Founder Portal, and changes will automatically sync to the deal in workspace.

This process ensures submissions move directly into your diligence pipeline without additional setup.

What Founders Cannot See

Founders do not have visibility into internal workspace data. They cannot see Deal Fit scores, internal notes, team comments, reviews, reports, or any internal questionnaires or analysis. All evaluations and discussions remain private to your team.

The Portal simplifies startup intake by allowing founders to submit directly into your workspace. Submissions are automatically converted into deals with structured data, helping your team review, analyze, and manage applications efficiently.


To understand how submissions become deals and move through the diligence lifecycle, read more about adding deals to your workspace and how DiligenceGPT works from sourcing to portfolio tracking.

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